Position in PANW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$27,281
+$17,662 QoQ
Shares Held
80
+33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,800
of 2,893 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $7,481,943 across 15 Software - Infrastructure names. PANW ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
9,373 | $3,496,316 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
25,058 | $2,923,516 | |
| 3 | ORCL |
Oracle Corp
|
3,386 | $496,218 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
1,244 | $237,336 | |
| 5 | FTNT |
Fortinet, Inc.
|
1,325 | $203,546 | |
| 6 | SNPS |
Synopsys Inc
|
118 | $52,636 | |
| 7 | PANW |
Palo Alto Networks Inc
This page
|
80 | $27,281 | |
| 8 | GRRR |
Gorilla Technology Group Inc.
|
1,196 | $23,776 |
All Filings in PANW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,281 | 80 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $9,619 | 60 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $50,839 | 276 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $77,579 | 381 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $77,967 | 381 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $119,106 | 698 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||